Consulente finanziario
Job in
20900, Monza, Lombardia, Italy
Listed on 2026-01-19
Listing for:
JR Italy
Full Time
position Listed on 2026-01-19
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Analyst, Financial Advisor
Job Description & How to Apply Below
The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be be comfortable creating financial plans and cross checking work to ensure complete accuracy of information.
Responsibilities Provide financial planning support to clients
Support investment professionals to cultivate client relationships
Prepare financial plans and check their accuracy
Qualifications
Bachelor's degree in Finance or related field5+ years' of industry experience
Strong understanding of the investment business
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